WS #10866
No material new developments in the last 30 minutes. The Iran ceasefire collapse narrative remains the dominant theme, but no new data points or counter-signals have emerged. All other prior signals (Serbian resignation, Persistent-Nagarro merger, Utah fire) are unchanged and carry no new market-moving information.
Topics
Key developments
- Iran ceasefire collapses; Iran strikes oil tanker in Strait of Hormuz
- Persistent launches EUR 81/share takeover offer for Nagarro (~140% premium)
- Serbian President Vucic resigns
- Tesla settles fatal FSD pedestrian crash lawsuit
- Bloomberg: Tech equity sales renew AI debt-binge worries